See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,965 | $88,707-68.5% | $74,183-62.3% | $273,961-89.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 15.60% | 11.94%+3.7pp | 17.74%-2.1pp | 41.45%-25.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,738 | $4,212+83.7% | $3,550+118.0% | $5,287+46.3% |
| Admin fee / account holder | $35 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |